Administering form personalization

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Administering form personalization

Administrators can configure several aspects of form personalization, which allows users
to customize the layout for any form view.

Administrators can manage this function using the following options.

Activate or deactivate form personalization globally.

Control user access to form personalization based on roles.

Manage the personalized forms of users.

Note: Personalizing a form in this way modifies the form for you only. To make changes to a form
that are visible to all users, you must configure the form.

Activate form personalization

Form personalization is activated for new instances. To activate form personalization
for upgraded instances, an administrator must activate the Form Personalization
(com.glide.ui.personalize_form) plugin.

Before you begin

Role required: admin

About this task

For evaluation, you can activate the plugin
for an application that requires a purchased subscription on a non-production
instance. To activate the plugin on production instances, you must purchase the
subscription. To purchase a subscription, contact your ServiceNow account manager. For
details on purchasing a plugin, see Purchase a plugin.

Some
plugins require activation by ServiceNow personnel. Request
these plugins through the HI
Customer Service System instead of activating them yourself. For details, see Request a plugin.

For plugins that you can activate
yourself, continue with the following steps.

Procedure

Navigate to System Definition > Plugins.

Find and click the plugin name.

On the System Plugin form, review the plugin
details and then click the Activate/Upgrade related
link.

If the plugin depends on other plugins, these plugins are listed along with
their activation status.

If the plugin has optional features that depend on other plugins, those
plugins are listed under Some files will not be loaded because
these plugins are inactive. The optional features are not
installed until the listed plugins are installed (before or after the
installation of the current plugin).

(Optional)
If available, select the Load demo data check box.

Some plugins include demo data, which are sample records that are designed to
illustrate plugin features for common use cases. Loading demo data is a good
practice when you first activate the plugin on a development or test
instance.

You can also load demo data after the plugin is activated by clicking the
Load Demo Data Only related link on the System
Plugin form.

Click Activate.

Change form personalization role requirements

By default, the itil role is required to personalize forms, but you can change this
requirement with a system property.

Before you begin

Role required: admin

Procedure

Enter sys_properties.list in the navigation
filter.

Locate the glide.ui.personalize_form.role property in the
System Properties list.

In the Value field, specify the roles that can access
form personalization.

Manage personalized forms

When a user personalizes a form, the system stores the customizations as a user
preference record. You can view and manage the user preferences.

Before you begin

Role required: admin

Procedure

Navigate to User Administration > User Preferences.

Filter the list by [Name] [contains]
[personalize].

There is a user preference for each form view each user personalizes. The name
format combines the word personalize with the name of the table and the name of
the view. For example, if a user personalizes the default view of the Asset
[alm_asset] form, the user preference is called
personalize_alm_asset_default.

Delete a user preference to remove the customizations for the user.

Disable form personalization

If you do not want your users to customize forms, you can disable form
personalization.

Before you begin

Role required: admin

About this task

Activating the Personalize Forms plugin sets the
glide.ui.personalize_form property to true. You can disable
form personalization.

Procedure

Enter sys_properties.list in the navigation
filter.

Locate the glide.ui.personalize_form property in the
System Properties list.